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Farther Finance Advisors’s Constellation Brands STZ Stock Holding History

Farther Finance Advisors’s Portfolio STZ Stock Details STZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$202K Sell
1,783
-221
-11% -$28.5K ﹤0.01% 2291
2026
Q2 		$279K Sell
2,004
-610
-23% -$90.7K ﹤0.01% 1998
2026
Q1 		$395K Buy
2,614
+192
+8% +$29.7K ﹤0.01% 1559
2025
Q4 		$334K Sell
2,422
-622
-20% -$85.3K ﹤0.01% 1577
2025
Q3 		$410K Buy
3,044
+822
+37% +$131K 0.01% 1182
2025
Q2 		$362K Buy
2,222
+153
+7% +$27.4K 0.01% 1079
2025
Q1 		$382K Buy
2,069
+1,328
+179% +$241K 0.01% 923
2024
Q4 		$164K Sell
741
-71
-9% -$16.9K 0.01% 1074
2024
Q3 		$209K Buy
812
+150
+23% +$37.2K 0.01% 973
2024
Q2 		$170K Buy
662
+109
+20% +$28K 0.01% 913
2024
Q1 		$147K Buy
553
+63
+13% +$15.9K 0.01% 803
2023
Q4 		$118K Buy
490
+128
+35% +$30.4K 0.01% 733
2023
Q3 		$91K Sell
362
-13
-3% -$3.39K 0.01% 595
2023
Q2 		$92.3K Buy
375
+25
+7% +$5.85K 0.02% 492
2023
Q1 		$79.1K Buy
350
+152
+77% +$33.8K 0.02% 475
2022
Q4 		$45.9K Buy
+198
New +$47.4K 0.02% 512

Other funds holding STZ

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
AIMA
Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Farther Finance Advisors's STZ Position: Q3 2026 in Review

Farther Finance Advisors reduced its Constellation Brands (STZ) stake by 11% in Q3 2026, selling an estimated $28.5K and leaving 1,783 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

Farther Finance Advisors first reported a position in STZ in Q4 2022 and has held it in 16 quarters since. The position peaked at $410K in Q3 2025. 37 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • Farther Finance Advisors held 1,783 shares of Constellation Brands worth $202K as of Q3 2026.
  • Farther Finance Advisors sold 221 Constellation Brands shares in Q3 2026, an estimated $28.5K.
  • Constellation Brands made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2291 holding.
  • Farther Finance Advisors first reported a position in Constellation Brands in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Constellation Brands position peaked at $410K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.